Jacob Michael Holman
Professional Summary
Jacob Michael Holman, who also goes by Jake Holman, is a registered financial advisor currently at DALMORE GROUP LLC located in Mcdonough, Georgia. Jacob is registered as a RR (Registered Representative) and started their career in finance in 2020. Jacob has worked at 5 firms and has passed the Series 66, Series 99TO, Series 7TO, SIE and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jake Holman
Similar Advisors
OSAIC WEALTH, INC.
HERON BAY CAPITAL MANAGEMENT
BIRCHBROOK
THRIVENT INVESTMENT MANAGEMENT INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OSAIC WEALTH, INC.
HERON BAY CAPITAL MANAGEMENT
BIRCHBROOK
THRIVENT INVESTMENT MANAGEMENT INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
OSAIC WEALTH, INC.
HERON BAY CAPITAL MANAGEMENT
BIRCHBROOK
THRIVENT INVESTMENT MANAGEMENT INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
OSAIC WEALTH, INC.
HERON BAY CAPITAL MANAGEMENT
BIRCHBROOK
THRIVENT INVESTMENT MANAGEMENT INC.
Years of Experience
7 years in the financial services industry
Current & Past Employments
Similar Advisors
OSAIC WEALTH, INC.
HERON BAY CAPITAL MANAGEMENT
BIRCHBROOK
THRIVENT INVESTMENT MANAGEMENT INC.
Current Firm
DALMORE GROUP LLC
Contact Information
Main Address
41 Griffin Street, Mcdonough, GA 30253Mailing Address
6250 Shiloh Road Box 12, Alpharetta, GA 30005Phone Number
(917) 887-1948Established
New York since 04/07/2005Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
2Similar Advisors
OSAIC WEALTH, INC.
HERON BAY CAPITAL MANAGEMENT
BIRCHBROOK
THRIVENT INVESTMENT MANAGEMENT INC.
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
OSAIC WEALTH, INC.
HERON BAY CAPITAL MANAGEMENT
BIRCHBROOK
THRIVENT INVESTMENT MANAGEMENT INC.
State Registrations and Notice Filings
(8/7/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
OSAIC WEALTH, INC.
HERON BAY CAPITAL MANAGEMENT
BIRCHBROOK
THRIVENT INVESTMENT MANAGEMENT INC.
CRS (Client Relationship Summary) - BD
Click below to view Jacob Michael Holman's CRS (Customer Relationship Summary).
Similar Advisors
OSAIC WEALTH, INC.
HERON BAY CAPITAL MANAGEMENT
BIRCHBROOK
THRIVENT INVESTMENT MANAGEMENT INC.
